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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$354K 6,227 +161 +3%
VPIM
202
Vanguard Personalized Indexing Management
California
$352K 6,197 +779 +14%
ORC
203
O'Rourke & Company
Massachusetts
$351K 6,181 +537 +10%
NRD
204
Nebula Research & Development
New York
$349K 6,141 -4,904 -44%
Allianz Asset Management
205
Allianz Asset Management
Germany
$347K 6,105 -764 -11%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$344K 6,066 -68,693 -92%
KWM
207
Kolinsky Wealth Management
New Jersey
$343K 6,034 -23 -0.4%
RCA
208
Riverview Capital Advisers
Massachusetts
$339K 5,980 – –
Truist Financial
209
Truist Financial
North Carolina
$338K 5,960 +69 +1%
FNA
210
First National Advisers
Nebraska
$335K 5,900 +5,900 New
JFG
211
Jefferies Financial Group
New York
$324K 5,711 -2,512 -31%
KIA
212
KLR Investment Advisors
Rhode Island
$318K 5,966 +1,301 +28%
ET
213
Entropy Technologies
New York
$312K 5,492 +397 +8%
CC
214
Centiva Capital
New York
$296K 5,210 +1,453 +39%
WSTAM
215
Wilbanks Smith & Thomas Asset Management
Virginia
$282K 4,972 +2 +0%
HWMA
216
Heritage Wealth Management (Arizona)
Arizona
$271K 4,772 -154 -3%
PAG
217
Private Advisor Group
New Jersey
$262K 4,615 +4,615 New
EH
218
Equitable Holdings
New York
$261K 4,600 +4,600 New
CGH
219
Crossmark Global Holdings
Texas
$260K 4,589 +206 +5%
IWC
220
Integrated Wealth Concepts
Massachusetts
$258K 4,538 -17 -0.4%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$255K 4,485 -49 -1%
TW
222
TritonPoint Wealth
Maryland
$252K 4,492 – –
XT
223
XTX Topco
Cayman Islands
$251K 4,414 +4,414 New
Osaic Holdings
224
Osaic Holdings
Arizona
$249K 4,392 -28,904 -87%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$247K 4,347 -426 -9%
7 8
9
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